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Four Financial Management

Headquartered in ANN ARBOR, MI

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Firm Information

Four Financial Management is an investment advisor based in Ann Arbor, Michigan. They have approximately $119.8 million in regulatory assets under management and advise individuals, high net worth individuals, and other clients. Their services include financial planning, portfolio management, and selection of other advisers.

Four Financial Management

777 E. EISENHOWER PKWY

ANN ARBOR, MI 48108

$119.80M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral compensation

Branch Locations (2)

FOUR FINANCIAL MANAGEMENT has a total of 2 branch locations across the country.
location

CHARLOTTE, NC

location

ANN ARBOR, MI

Advisors at Four Financial Management

View All 3 Advisors
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Cyril Stephen White

RA

ANN ARBOR, MI

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Stephen Marcus Morman

RA

ANN ARBOR, MI

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David Lewis Fransko

RA

ANN ARBOR, MI

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Michael Truman Kaplan

RA

ANN ARBOR, MI

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Chandler Randall Smith

RA

ANN ARBOR, MI

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Alan Jason Brilliant

RA

ANN ARBOR, MI

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Disclosures

There are no public disclosures for Four Financial Management.

Frequently Asked Questions (6)

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